Filed March 24, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUKATY COMPANIES FINANCIAL SERVICE Service code 27 · EIN 43-1451524 | Advisory (Plan) | $54,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,010 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,706 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,524 | $74,347+27.1% | $93,606+1.0% | $67,579+39.9% |
| Participation rate | 99.4% | 80.6%+18.8pp | 75.8%+23.5pp | 71.3%+28.1pp |
| Annual return | 20.36% | 28.07%-7.7pp | 32.76%-12.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $4,263 | $2,583+65.0% | $2,718+56.8% | $2,148+98.5% |
| Participant deferral / active EE | $5,080 | $4,060+25.1% | $4,069+24.9% | $3,539+43.5% |
| Admin fee / account holder | $120 | $123-2.5% | $7,888-98.5% | $142-15.9% |